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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1066 | 1038 | 1026 | 1451 | 1423 | 2629 |
Fund Return | 6.58% | 3.84% | 2.62% | 13.22% | 7.31% | 10.15% |
Place in category | 31 | 19 | 11 | 6 | 8 | 5 |
% in Category | 65 | 35 | 17 | 8 | 12 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OnePath Life Annuity Pension Balanc | 995.36M | -4.54 | 4.70 | 6.76 | ||
OA Frontier AP Vanguard Balanced In | 768.45M | 2.08 | 2.55 | 5.75 | ||
OA Frontier PS Vanguard Growth Inde | 586.34M | 3.07 | 4.19 | 6.69 | ||
OA Frontier PS Vanguard Balanced In | 579.85M | 1.85 | 2.14 | 5.19 | ||
OA Frontier PS Vanguard High Growth | 335.42M | 4.60 | 6.26 | 8.16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard International Shares Index | 9.7B | 6.53 | 6.08 | 10.02 | ||
MFS Fully Hedged Global Equity Tru | 6.39B | 1.92 | 1.25 | 8.63 | ||
Arrowstreet Global Equity Fund Hedg | 5.43B | 9.47 | 7.77 | 11.69 | ||
Walter Scott Global Equity Fund Hed | 4.67B | 4.14 | 4.77 | 10.17 | ||
BlackRock Indexed Hedged Internatio | 3.33B | 6.56 | 6.19 | 10.03 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.09 | 423.41 | +1.83% | |
Merck&Co | US58933Y1055 | 2.51 | 131.39 | +2.12% | |
Apple | US0378331005 | 2.48 | 190.07 | +1.41% | |
TotalEnergies SE | FR0000120271 | 2.34 | 67.47 | -1.24% | |
Oracle | US68389X1054 | 1.86 | 121.41 | +0.45% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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